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Building 2SYNTAX RESEARCH, INC.

Map pinBOCA RATON, FL
Phone(855) 796-8296
NotebookSEC #801-76880
Total AUM
$202.9M
Employees
2
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 EAST PALMETTO PARK ROAD
SUITE 800
BOCA RATON
FL 33432
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
(855) 796-8296

ReceiptFinancials

Total AUM
$202.9M
Accounts
230
Discretionary
$202.8M
Accounts
227
Non-Discretionary
$136.5K
Accounts
3

ContactClients

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Individual Clients
64
AUM
$23.6M
HNW Individual Clients
43
AUM
$168.1M
Charitable Organization Clients
1
AUM
$11.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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